Our financial services are fee-based*, and are based upon the level of service that you require. We do not earn brokerage commissions or broker-dealer incentives. This arrangement aligns your goals with ours – to use sensible, prudent strategies and products to increase your money consistent with your objectives.
Retirement Planning
Your retirement planning options may be confusing and your decisions will affect your life for many years to come. If you are in the workforce or thinking of retirement, we will analyze your employer benefit plan and recommend all options. Often there are prudent alternatives your employer may not offer that need to be considered. We can help you with corporate or personal retirement plans, including IRA's, 401k, 403-b, 457, ICMA, and TSA plans. Keeping your retirement funds tax deferred helps them build value faster and usually provides you larger balances once you retire.
Non-Retirement Planning
Depending upon your goals, most non-retirement accounts can be effectively controlled, taking taxes into consideration. We’ll work to keep your money working hard, consistent with your investment objectives, using stocks, ETF's, bonds, no-load mutual funds and money market fund investments. While not offering legal or tax advice, we are will alert you to areas of concern and work with your legal and tax professional for your benefit.
Why choose Stetson Wealth Management? Find out here.
* Designations/licenses held include: Chartered Retirement Planning Counselor and 215 Insurance licensed in FL, NC, OH.
Phone: (954) 719-1151 - Toll Free: (888) 569-3977
e-mail: barry@stetsonwealthmanagement.com
